In the News
Matrix Financial Solutions launches ModelTool(k)it solution for Financial Advisors and Retirement Plan Providers. ModelTool(k)it is a comprehensive modeling and unitization solution for mutual fund and ETF based portfolios. Easy-to-use and efficient, ModelTool(k)it’s interface and innovative technology offers 401(k) plan professionals a resource to quickly and easily manage and implement managed accounts, simplifying the sophisticated model management process
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Matrix has entered into an agreement with fi360 to provide the monthly Broker/Dealer data feed for Advisors that are using the fi360 Tool(k)it and that have plans custodied at Matrix. The monthly data feed will update the plan level details on the fi360 Tool(k)it and remove the monthly manual process that Advisors have had in the past. An Advisor that would like to have his/her plans included on the monthly data feed needs to instruct fi360 which plans need to be added by adding their rep id (provided by their Broker Dealer) to the fi360 Toolkit. fi360 will then give Matrix instructions on which plans need to be added to the data feed. For advisors that need assistance with this process, please contact Mike Limbacher with fi360 at 412-221-0292 ext. 205 or email@example.com.